Microcide Pharmaceuticals (MCDE) Message Board

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Biotech / Medical : Microcide Pharmaceuticals (MCDE)

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To: frank who wrote (9)	1/19/1997 8:29:00 PM
From: jeg	of 186

I was very impressed with this co at the H & Q conference, but am having a hard time deciding between this co and CUBIST doing the same thing. They both came public last year, look similar financially and are targeting the same antibiotic resistance market. Microcide will be quicker to market, since its already in trials, while Cubist wont file an IND until late 1997. The choice to me seems to depend on the science. Microcide will be quicker to market, but its first products are modifications of existing antibiotics designed to get round current sources of resistance. Cubist prides itself on being exclusively devoted to finding entirely new antibiotics, rather than trying the two-pronged approaoch of microcide. H&Q's own recommendation is Cubist. My question for anyone well versed in the science is whether Microcide's "tinkering" with current drugs is likely to restore their efficacy long-term. Other things being equal, I'm always in favor of the first company to market, but that can be risky with 2 companies targeting the same market if the second has much better products...

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